A
Aydt Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,281,115
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
130
8% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
130
Very HighAverage account size
$356,009
About
Aydt Investment Management provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm implements client portfolios primarily with exchange‑traded funds, no‑load mutual funds, and other publicly traded securities, and also offers separate financial planning engagements when clients request more comprehensive advice.
The firm follows an asset‑allocation approach, exercising limited trading authority to align portfolios with each client’s goals, risk tolerance, and time horizon, and reviews accounts periodically. Basic financial advice is included with investment management relationships, while more detailed planning work is provided under separate agreements, typically on an hourly or fixed‑fee basis.
The firm’s brochure discloses that its principal operates a part‑time tax accounting practice and that clients are occasionally referred between the accounting and advisory businesses under an informal, non‑compensatory arrangement; limited client information may be shared between the two entities as needed. The advisor also highlights that financial planning and related services can comprise roughly a quarter of its activity, reflecting a meaningful mix of planning and portfolio management relative to many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Debt management
Fee options
Fixed fees for financial planning services, negotiated prior to engagement
Financial planning and advisory services typically $300 per hour
Minimum fee: Minimum quarterly fee of $25 per account, may be waived at the discretion of the Advisor Fee-only: Financial planning fees generally $300 per hour; fixed fees also offered, negotiable and may be waived
Main office location
Aydt Investment Management, Inc.
2552 Waterbridge Way
Evansville IN 47710, United States
Number of offices
1
Most active in
Aydt Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Kentucky · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")